JPMorgan Chase & Co. shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 8.2k | 213.42 |
| 2024-06-30 | $1.8M | 8.2k | 213.62 |
| 2024-03-31 | $1.5M | 7.6k | 195.43 |
| 2023-12-31 | $1.3M | 7.6k | 172.02 |
| 2023-09-30 | $1.1M | 7.4k | 145.09 |
| 2023-06-30 | $1.2M | 8.0k | 144.64 |
| 2023-03-31 | $978k | 7.6k | 128.42 |
| 2022-12-31 | $953k | 6.9k | 137.95 |
| 2022-09-30 | $748k | 6.9k | 108.09 |
| 2022-06-30 | $699k | 6.2k | 111.91 |
| 2022-03-31 | $716k | 5.4k | 131.47 |
| 2021-12-31 | $876k | 5.2k | 168.49 |
| 2021-09-30 | $822k | 5.0k | 163.65 |
| 2021-06-30 | $814k | 5.2k | 155.43 |
| 2021-03-31 | $807k | 5.2k | 154.07 |
| 2020-12-31 | $633k | 5.0k | 127.16 |
| 2020-09-30 | $426k | 4.4k | 96.18 |
| 2020-06-30 | $511k | 5.4k | 94.09 |
| 2020-03-31 | $468k | 5.3k | 88.97 |
| 2019-12-31 | $814k | 5.9k | 136.92 |
| 2019-09-30 | $595k | 5.2k | 114.45 |
| 2019-06-30 | $440k | 3.9k | 112.82 |
| 2019-03-31 | $394k | 3.9k | 101.18 |
| 2018-12-31 | $379k | 3.9k | 97.50 |
More positions owned by Foster Victor Wealth Advisors
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